Resources

Choosing the Right Financial Advisor

Choosing an advisor is an easier task when you know what matters. Click here to download a helpful Field Guide from the National Association of Personal Financial Advisors (NAPFA) and learn more about how to choose the right advisor for you. 



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Learn More about Social Security

Social Security is a fundamental part of most Americans' retirement, as it's a benefit that adjusts with inflation.  Boston College's Center for Retirement Research has produced this guide to walk you through the claiming decision. Click here to download.


The Social Security Administration has a handy online estimator here, where you can estimate your benefit, and run different scenarios based on varying your assumed retirement age.


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Encore! Second Careers With Purpose


Encore.org provides retirees with resources and inspiration to find their "encore careers -- jobs that combine personal meaning, continued income and social impact."  Click here for a short video introduction showing how the baby boom generation can once again change the world.


 

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Learn More About Asset Allocation


Click here to download this SEC guide to asset allocation which introduces you to the terms and concept of asset allocation -- the most fundamental decision any investor makes.




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Guides For Investors And Families


Washington State's Department of Financial Institutions has many excellent and succinct investor guides available by clicking here, as well as videos to help your kids learn about money by clicking here.


 

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Squared Away

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The Center for Retirement Research publishes this consumer-friendly blog on work, saving and retirement. Short and succinct blog posts keep you abreast of current research and other relevant retirement topics.


 

 
 
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